Offline Clients and Online Clients: Differences, Challenges, and Results - Sponsored by TaxDome

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Description

Offline Clients and Online Clients: Differences, Challenges, and Results - Sponsored by TaxDome
IRS Program #: n/a
CE: n/a
Speaker: Edgar Espinoza

Out of the different types of client relationships, there are two in particular that are completely opposite and it’s crucial for firms to understand the impact that each of these has on the future of their business. In this webinar, you’ll learn the meaning of Online and Offline client relationships, their main differences, the most common challenges you’ll face, and the possible results of leaning toward one or the other.

Learning Objectives

Identify the impacts of building client relationships that adapt to your business goals
Discover how to help your clients adopt technology
Recognize how client relationships are simplified with online practice management solutions

Contributors

Edgar Espinoza, Senior Account Manager at TaxDome

Edgar is a Product Implementation expert, passionate about finding seamless and straightforward solutions for Tax & Accounting practices worldwide. He assisted 300+ firms over the last two years, helping implement new tools into their tech stack and developing superior digital processes and procedures. He’s dedicated to the end-user experience and inspired by the splendid results and growth he’s achieved working with hundreds of professionals in the industry.

Thank you

Description

Contributors

Edgar Espinoza, Senior Account Manager at TaxDome